diff --git a/static/css/base.css b/static/css/base.css
index 5f9a8a6..118707f 100644
--- a/static/css/base.css
+++ b/static/css/base.css
@@ -203,6 +203,14 @@ border-radius:2px;box-shadow:0 0 8px var(--card-glow);
 .form-compact .symbol-wrap{display:flex;flex-direction:column;align-self:stretch}
 .form-compact .symbol-wrap>label.text-label,.form-compact .symbol-wrap>label.symbol-field-label{margin-bottom:.28rem}
 .form-compact .symbol-selected{font-size:.68rem;margin:0}
+.module-rules{margin-bottom:.75rem;font-size:.82rem;color:var(--text-muted)}
+.module-rules summary{cursor:pointer;color:var(--accent);font-weight:600;margin-bottom:0;list-style:none}
+.module-rules summary::-webkit-details-marker{display:none}
+.module-rules[open] summary{margin-bottom:.35rem}
+.module-rules-body{padding:.35rem 0 .15rem}
+.module-rules-body ul{margin:.25rem 0 .5rem 1.1rem;padding:0}
+.module-rules-body li{margin:.15rem 0}
+.module-rules-body p{margin:.35rem 0 .25rem}
 .form-compact button.btn-primary{padding:.55rem 1.5rem;font-size:.85rem;white-space:nowrap}
 .form-compact-review input.calc-readonly{color:var(--accent);background:var(--calc-bg);font-size:.82rem}
 .form-compact-review textarea{min-height:44px;font-size:.85rem;padding:.45rem .65rem}
diff --git a/static/css/keys.css b/static/css/keys.css
index fa7586e..ce24426 100644
--- a/static/css/keys.css
+++ b/static/css/keys.css
@@ -1,8 +1,3 @@
-.key-rules{margin-bottom:.75rem;font-size:.82rem;color:var(--text-muted)}
-.key-rules summary{cursor:pointer;color:var(--accent);font-weight:600;margin-bottom:.35rem}
-.key-rules-body{padding:.35rem 0 .15rem}
-.key-rules-body ul{margin:.25rem 0 .5rem 1.1rem;padding:0}
-.key-rules-body li{margin:.15rem 0}
 .key-form-rows{display:flex;flex-direction:column;gap:.75rem;margin-bottom:.85rem}
 .key-form-line{display:grid;gap:.65rem;align-items:end}
 .key-form-line.line-3{grid-template-columns:1.4fr .85fr .85fr}
diff --git a/templates/keys.html b/templates/keys.html
index 31a99b1..86611c4 100644
--- a/templates/keys.html
+++ b/templates/keys.html
@@ -9,9 +9,9 @@
     <div class="card">
         <h2>新增监控</h2>
         <div class="card-body">
-            <details class="key-rules" open>
+            <details class="module-rules">
                 <summary>规则说明</summary>
-                <div class="key-rules-body">
+                <div class="module-rules-body">
                     <p><strong>箱体突破 / 收敛突破（自动单）</strong></p>
                     <ul>
                         <li>触发：<strong>上周期 K 线收盘</strong>收在上沿或下沿之外（默认 5 分）</li>
diff --git a/templates/strategy.html b/templates/strategy.html
index 5f2e93d..a710c41 100644
--- a/templates/strategy.html
+++ b/templates/strategy.html
@@ -20,6 +20,24 @@
 {% endblock %}
 {% block content %}
 <div class="strategy-page">
+<details class="module-rules">
+    <summary>规则说明</summary>
+    <div class="module-rules-body">
+        <p><strong>趋势回调</strong></p>
+        <ul>
+            <li>填写品种、方向、周期、止损、补仓边界、止盈 → <strong>预览计划</strong> → 确认后<strong>市价开首仓</strong></li>
+            <li>须 CTP 已连接、交易时段内、账户风控允许开仓</li>
+            <li>运行中：价格触及<strong>止盈</strong> → 全部平仓结案；回落至<strong>网格档位</strong> → 自动分档补仓</li>
+            <li>可手动「结束计划」；记录归档至策略交易记录</li>
+        </ul>
+        <p><strong>顺势加仓（滚仓）</strong></p>
+        <ul>
+            <li>在「下单监控」已有 <strong>active 持仓监控</strong> 上扩大仓位，统一抬高止损</li>
+            <li>预览后执行；<strong>仓位上限冻结时仍可滚仓</strong>，但受滚仓保证金上限约束</li>
+            <li>最多 3 腿；止盈锁定首仓逻辑</li>
+        </ul>
+    </div>
+</details>
 <div class="split-grid">
     <div class="card">
         <h2>趋势回调</h2>
diff --git a/templates/trade.html b/templates/trade.html
index 7294237..1472c00 100644
--- a/templates/trade.html
+++ b/templates/trade.html
@@ -60,6 +60,29 @@
                         </div>
                     </div>
 
+                    <details class="module-rules">
+                        <summary>规则说明</summary>
+                        <div class="module-rules-body">
+                            <p><strong>开仓</strong></p>
+                            <ul>
+                                <li>须 <strong>CTP 已连接</strong> 且处于<strong>交易时段</strong>；账户风控允许（顶栏状态）</li>
+                                <li>固定金额计仓、开启<strong>移动保本</strong>时须填写<strong>止损</strong></li>
+                                <li>手数：固定手数，或按止损距离与单笔风险金额自动计算；保证金占用不超过系统设置上限</li>
+                                <li>限价未成交 → 挂单中，超时自动撤单（系统设置可改分钟数）</li>
+                            </ul>
+                            <p><strong>止盈 / 止损 / 移动保本</strong></p>
+                            <ul>
+                                <li>成交后由程序<strong>本地监控</strong>；触及止盈或止损 → 市价平仓</li>
+                                <li><strong>移动保本</strong>：须填止损、不设固定止盈；达 1R 止损移至开仓±缓冲跳，2R 移 1R，依次类推</li>
+                                <li>手动平仓写入交易记录；当日手动平仓次数超限 → 进入冷静期</li>
+                            </ul>
+                            <p><strong>可开仓品种表</strong></p>
+                            <ul>
+                                <li>按权益与保证金上限筛选；权益 ≤20 万或 CTP 未连接时仅四品种（玉米、豆粕、甲醇、螺纹钢）</li>
+                            </ul>
+                        </div>
+                    </details>
+
                     <div class="trade-form-rows">
                         <div class="trade-form-line line-3">
                             <div class="symbol-wrap trade-field symbol-mains">